Teaching methods
Aplose and its trainers are committed to using a Training-Action teaching method to make learning more transferable to targeted professional situations:
- Interactive presentation
- Individual practice on PC (supplied on request)
- Course material provided in digital form
- Skills assessment: setting up, configuring and using the tool on the hosting provided by Aplose for the training course.
A training certificate will be issued at the end of the session.
The objectives
At the end of this training course, you will be able to :
- Setting up and configuring Dolibarr
- Administer the TIERS module (Prospect, Customer, Supplier)
- Drawing up invoices and estimates
- Manage after-sales service work orders
- Managing inventory
- Using the Agenda module
Target audience
Anyone wishing to configure and use Dolibarr ERP/CRM.
Jobseekers, employees, freelancers, business owners.
Training content
DAY 1
- Dolibarr overview (menu organization, connection, technology, modularity, etc.)
- Software functional coverage list (and detection of modules not required)
- Installing the product on a server: procedure
- Supply of Dolibarr for training and access testing
- Initial configuration
- presentation features
- Online application
- Activating the Tiers / Configuration module
- presentation of configuration standards
- Third party / Contact / Supplier management
- General presentation
- Application: creating third parties and contacts
- Events / Calendar module management (CRM)
- presentation features
- Online application
DAY 2
- Email templates
- General presentation
- Putting it into practice: creating an email template
- Product and service management / Sales prices / Price levels
- presentation features
- Online application
- Quotations (Sales proposals)
- presentation features
- Online application
- Invoicing / Payment tracking
- General presentation
- Application
- Manage groups / users / permissions (access rights)
- General presentation
- Application
- Project management: Opportunity / Analytics / Time tracking
- General presentation
- Application
DAY 3
Each participant will work individually on the modules of his or her choice from among :
- Expense reports
- Leave tracking
- Inventory management
- Service management
- Membership management
- Ticket management
- Point-of-sale management (cash register)
- CAPM
- Brief presentation of the different modules (reminder)
- Presentation of important modules for all
- selection of modules of interest by each participant
- Individual work on two or three modules
- The trainer provides support to help you get to grips with the modules if necessary.
- Sharing and exchanging individual work
Trainer
Dolibarr expert trainer
Sessions
Aplose generally organizes one session per month at the end of the month. The provisional schedule for 2022/2023 is as follows:
- from 09/26/2022 to 09/28/2022
- from 10/17/2022 to 10/19/2022
- from 11/14/2022 to 11/16/2022
- from 12/19/2022 to 12/21/2022
- from 01/16/2023 to 01/18/2023
- from 02/13/2023 to 02/15/2023
- from 03/13/2023 to 03/15/2023
- from 04/17/2023 to 04/19/2023
- from 05/15/2023 to 05/17/2023
- from 06/12/2023 to 06/14/2023
- from 07/10/2023 to 07/12/2023
TRAINING ACTIONS
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Access deadline: you can register up to 72 hours before the start of a session.
